The SECURE Act 2.0, also known as the Securing a Strong Retirement Act of 2022, was recently passed by Congress as part of the Consolidated Appropriates Act of 2023. Sherwood Greer, Managing Partner of Gate City Advisors, explains the RMD changes that came with the passing of the bill. Click belo...

The SECURE Act 2.0, also known as the Securing a Strong Retirement Act of 2022, was recently passed by Congress as part of the Consolidated Appropriates Act of 2023. The bill builds upon the original SECURE Act, which was signed into law in December 2019 and made significant changes to the retiremen...

Some members of our team have compiled a list of our top 6 best personal finance books. All of these books are practical and easy to read (without a ton of technical verbiage). Check them out and be inspired in your own financial journey.

Best Personal Finance Books

*All of these best personal fin...

Over the last 140 years, the stock markets have experienced many highs and lows. When the market is up we call that a "bull market." And when the market is down we call that a "bear market" especially when it's down through a prolonged period of time. During those negative cycles, more often tha...

Managing partner, Joe Vartanian, explains the tax benefits to contributing to a traditional IRA and a ROTH IRA. To find out if either of these types of accounts or contributions could benefit you and your financial plan, contact a financial advisor or a tax professional today.